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AI Agent Case Study. Perth Real Estate

An AI agent that reaches out first for a Perth real estate agency

A secure SMS agent for a Perth real estate agency. It starts the conversation with new leads, answers their questions, and hands over to a human at the right moment. Connected to the agency's CRM.

Client
Perth real estate agency
Industry
Real Estate
Location
Perth, WA
Channel
SMS
Connected To
The agency's CRM
Secure SMS Agent
Connected to the CRM
Hard Safety Rules
Data Held in Australia
01
The Problem

Leads go cold fast

Real estate leads go cold fast. A new enquiry expects a reply straight away. The longer it waits, the colder it gets.

At this agency, enquiries arrived at all hours. Agents were out at inspections for much of the day. Follow-up depended on whoever was free at the time, so some leads heard back quickly and others waited.

The agency's CRM held every lead. Names and numbers, stored and waiting. But the CRM only stored them. Nothing acted on them.

Enquiries at all hours
New leads did not keep office hours. Replies did.
Agents at inspections
The people who could answer were out of the office for most of the working day.
Follow-up by availability
Whoever was free made the call. Speed depended on the day.
A CRM that only stored
The system of record held every lead. It did not act on any of them.
02
What We Built

An AI agent on top of the existing CRM

We built an AI agent that sits on top of the agency's existing CRM. Nothing was replaced. The CRM stays the system of record and the agent works from it.

The agent reaches out to new enquiries by SMS, holds a natural conversation, and works towards the next step. An appraisal booking. A buyer question answered. A landlord enquiry handled.

Humans stay in control. When a person is needed, the agent hands the conversation over and steps back.

  • Reaches out to new enquiries by SMS
  • Holds a natural conversation with each lead
  • Works towards a next step: an appraisal booking, a buyer answer or a landlord enquiry handled
  • Hands over to a human at the right moment
  • Built on the agency's existing CRM
No replatforming
The agent sits on top of the CRM the agency already uses. Leads, messages and outcomes all live in the one system the team already knows.
Three kinds of enquiry
Appraisals, buyer questions and landlord enquiries each follow their own conversation flow, so the conversation fits the reason the lead got in touch.
Humans stay in control
The agent starts and carries the conversation. A person takes over the moment one is needed.
Watches the CRM
The agent watches the CRM for new leads and sends the first message itself. No one has to remember to follow up.
Separate conversation flows
Appraisals, buyers and landlords each get their own flow, so the conversation matches the enquiry.
Hard safety rules
The agent identifies itself as an assistant, honours opt-outs immediately, and hands to a human the moment one is needed.
One record
Every message is logged and written back to the CRM, so the agency keeps one record of every lead.
Australian numbers, Australian data
The agent runs on Australian phone numbers, with data held in Australia.
04
Results and Proof

Built safety first

Safety was the first thing built, not the last. The agent cannot message outside its rules. Nothing reaches a lead without passing the same checks every time.

Every conversation is reviewable. The agency can open any thread and read exactly what was said, message by message.

And the response is fast. New enquiries get a first reply in seconds, at any hour. A lead that arrives late on a Sunday night is greeted the same way as one that arrives on a Tuesday morning.

A first reply in seconds
New enquiries hear back straight away, at any hour of the day or night.
Every conversation reviewable
Each thread is logged in full and written back to the CRM, so the agency can read any of it back.
The same checks every time
No message reaches a lead without passing them. The rules do not have off days.
What Changed

The agency's CRM stopped being a filing cabinet and started working the leads itself.

Leads sitting in
your CRM? Let's talk.

If your CRM stores leads but nothing follows them up, we can build an agent that does. Safety rules first. Humans in control.